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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,282 | $86,949-46.8% | $102,460-54.8% | $80,959-42.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | -0.07% | 18.89%-19.0pp | 29.47%-29.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $2,825 | $2,370+19.2% | $3,025-6.6% | $2,757+2.5% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,283 | $8,048-34.4% | $9,460-44.2% | $6,925-23.7% |